Biography

Jay A. Leader, CFP®
jay@leaderfinancialservices.com 

As a financial professional, Jay creates value for clients by looking at each customer as a unique individual with unique financial needs. Jay is dedicated to providing individuals, families and business owners with the professional attention necessary to help them achieve their financial goals, offering continued service as their needs change.

A CERTIFIED FINANCIAL PLANNER™ practitoner, Jay is an highly accomplished seasoned professional with over 40 years of experience. He is a member of the ESOP Association, the National Center for Employee Ownership (NCEO) the American Compensation Association (ACA), a member of the the National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Service Professionals (FSP) and the Million Dollar Roundtable (MDRT) where he is a member of its Court of the Table recognizing his leadership, outstanding performance and unrelenting commitment to client service. He actively participates in seminars covering a broad range of topics designed for CPA's to earn continuing professional education (CPE) credits.

Jay holds Series 7 and 66 securities licenses as well as Life, Health and Annuitiy state licenses in many states. In this fashion, Jay continues to be current and qualified to review and consult on various security, annuity and insurance products.

Jay is known for providing unique and creative solutions to clients' tax, estate and business problems, utilizing a variety of financial protection and asset accumulation products and services. He also helps in finding the dollars to fund the purchase of the most appropriate products to fit the need(s) including life insurance, annuities and investments. Working closely with customers and their trusted advisors to identify their financial needs, Jay uses these tools to help craft strategies for each client's situation.

Active in the community, Jay has served as a board member and is a past president of the Bucks Association of Retarded Citizens (BARC). He has also served on his church's council. Jay has actively participated in fund raising activities for several of Bucks County's leading non-profit organizations.  

Jay enjoys fishing, woodworking, reading and family time with his wife Cynthia, daughters Alicyn and Kathryn and son Jay, Jr. at Lake Winnipesauke in NH.